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TWFG Insurance Strengthens Its Presence in The East with Acquisition Of The Jeff Kincaid Agency in North Carolina

TWFG Insurance is expanding its footprint with key acquisitions throughout the US, building on their 22 years of double-digit organic growth.

THE WOODLANDS, TexasOct. 26, 2023 /PRNewswire/ — The Jeff Kincaid Insurance Agency, Inc. joined the TWFG Insurance Family in October 2023, and is an important acquisition as TWFG continues to expand its footprint throughout the U.S. Jeff Kincaid has over 30 years’ experience in the insurance industry and is a former Nationwide agent bringing an 18.2-million-dollar book into the fold. This acquisition brings with it 5 new TWFG offices in HickoryShelbyMorgantonForest City, and Marion, North Carolina.

When asked why Jeff chose to join TWFG he replied, “I built my agency on the premise of personal service to my customers. To me a customer is not just a policy number, they are individuals with homes, cars and families that need to be protected. When I started looking at potential buyers, I wanted to find a company whose values would align with mine. When I found TWFG, all it took was to look at their mission statement which states our ‘policy is caring,’ and I knew it was going to be a good fit for me.”

Gordy Bunch, Founder and CEO of TWFG Insurance stated, “We are always looking for experienced, growth-oriented insurance agents who share our values to join the TWFG Insurance Family. In any market, agents have been vastly more successful with us than they are on their own, and we truly believe we are stronger together. We are honored to have Jeff join us as we continue to build a strong foundation for the future.”

The Woodlands Financial Group, or TWFG Insurance, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG Insurance has rapidly grown into the number one privately-owned insurance agency in Texas and Louisiana, and number eight in the nation for personal lines. With 450+ TWFG branches in 18 states, and over 1800+ independent agents operating in 40 states, TWFG Insurance continues to provide its personal lines and commercial clients across the country with trusted access to insurance with a high standard of customer care. Rankings provided by The Insurance Journal.

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TWFG Appoints Michael Doak to its Board of Managers

THE WOODLANDS, TX – The Woodlands Financial Group (“TWFG”) is pleased to announce the appointment of Michael Doak, CEO and Managing Partner of Griffin Highline Capital LLC (“Griffin Highline”), to its Board of Managers.  In 2020, Mr. Doak founded Griffin Highline, a holding company that invests in and actively manages insurance operating businesses. Prior to founding Griffin Highline, Mr. Doak served in various leadership roles at entities associated with RenaissanceRe, a global provider of reinsurance and insurance services, since June 2010, most recently as President of RenaissanceRe Ventures U.S. LLC and the portfolio manager of the direct investments equity portfolio.  Mr. Doak also previously served as a member of the TWFG Board of Managers from March 2018 until September 2020.

“I am delighted to rejoin the TWFG board and continue our longstanding relationship with TWFG and its founder, Gordy Bunch,” Doak said in a statement.

About The Woodlands Financial Group
The Woodlands Financial Group is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and tenth in the nation for personal lines, operating storefronts in 37 states. With 425 TWFG branches and over 1,800 independent agents, TWFG Insurance provides its clients across the country with trusted access to insurance with a high standard of customer care. Rankings provided by Insurance Journal.

For additional information, please visit: https://twfg.com/

About Griffin Highline Capital LLC
Griffin Highline is a holding company that invests in and actively manages insurance operating businesses. Its strategy focuses on allocating capital to specialized, niche insurance-related businesses with a long-term, compounding approach as an industry partner.

For additional information, please visit: www.griffinhighline.com

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TWFG Insurance Reinforces Strong Presence in Ohio with Key Acquisitions

TWFG Insurance is setting the foundation for the future with key acquisitions throughout the US, building on their 22 years of double-digit organic growth.

THE WOODLANDS, TexasApril 20, 2023 /PRNewswire/ — TWFG Insurance has been adding strategic agency acquisitions to its nearly 500 US retail agency footprint and is on track to follow an unprecedented 22 years of double-digit organic growth through FY 2023.

The Wade Insurance Agency joined the TWFG Family on April 1, 2023, and will be combined with another recent TWFG acquisition in the area (AIS), creating a formidable regional presence with a combined staff of 25 passionate insurance professionals. Ed Wade states “I have been looking for another strong agency to partner with for several years and I am extremely happy to have met the TWFG team and made the decision to partner with them. Broadening our strength of carriers and our service is what I have been hoping for and this partnership accomplishes my goal. Very exciting times here at Wade Insurance.”

“Our people, our customers, and our carrier partner relationships are at the core of who we are. Each day we set out to honor our commitments, with our guiding principle of ‘Our Policy is Caring,’ leading the way” states Chief Marketing Officer, Alex Bunch. “Treating our customers like people, not policies, is a part of TWFG Insurance’s DNA.”

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately-owned insurance agency in Texas and Louisiana, and number eight in the nation for personal lines, operating storefronts in 28 states. With 485 TWFG branches and over 1800 independent agents, TWFG Insurance continues to provide its personal lines and commercial clients across the country with trusted access to insurance with a high standard of customer care. Rankings provided by The Insurance Journal.

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TWFG Insurance Acquires American Insurance Strategies, “AIS,” Expanding Its National Retail Footprint In The States Of Ohio and Wisconsin

TWFG leverages acquisition opportunities to expand its national footprint, following 22 years of year-over-year organic double-digit growth.

 The Woodlands, TX [December 6, 2022] The Woodlands Financial Group subsidiary TWFG Insurance Services LLC, announced its acquisition of American Insurance Strategies, located in the Dayton, Ohio and Milwaukee, Wisconsin areas. TWFG Insurance is currently ranked #1 in privately owned agencies for personal lines coverage in Texas and Louisiana, #8 nationally for personal lines coverage, and #28 nationally for all lines which includes commercial and small business, as per the 2022 Insurance Journal.

AIS has $18 million in written premium and was established in February 2009 by Craig Kuhr, Dan Manley, and Doug Fellows with a combined 75+ years of experience in the insurance industry. “The expertise and leadership they bring to TWFG Insurance will ensure we have a strong foundation in the region as we continue to grow,” TWFG Founder and President Gordy Bunch said in a statement. Katherine Nolan, Chief Operating Officer of TWFG Insurance, added: “We look forward to serving the communities and families of Ohio and Wisconsin, with the same principle of ‘Our Policy is Caring’ as we have for two decades now. We treat our customers like family, not policies, and we know this was a deciding factor in AIS choosing to join the TWFG Family.”

“We are incredibly proud of what we achieved at AIS since its inception, and the quality of service we have provided to our customers. Now that we are part of the TWFG Family, it will further enhance our ability to deliver what our customers need, and we couldn’t be happier with our decision,” AIS President Craig Kuhr said in a statement.

Helfer & Associates advised American Insurance Strategies LLC on the transaction, while Schwell Wimpfheimer & Associates provided legal counsel.

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TWFG Insurance Crosses The Billion-Dollar Mark in Written Premium

With 22 years of organic double-digit growth and strategic acquisitions in 2022, TWFG is setting the foundation for a profitable future of sustained growth.

THE WOODLANDS, TexasNov. 22, 2022 /PRNewswire/ —

TWFG Insurance recently announced reaching its key financial milestone of a billion dollars in written premium this fall, and that it’s on track to follow an unprecedented 22 years of double-digit growth going into 2023.

“Our Policy is Caring,” states Chief Marketing Officer Alex Bunch, “which fosters a culture of treating our customers like people, not policies. When you truly serve your communities, and have their best interests at heart, referral business comes easy, and it has been fueling organic growth for TWFG Insurance for over two decades.

Key acquisition efforts have also come to fruition in 2022, expanding TWFG’s geographic footprint, while ushering in new leaders who are committed to building the next chapter of growth. Gordy Bunch, Founder and CEO of TWFG Insurance, stated: “The insurance industry has changed in many ways since I founded this company, but one thing never changes—the need to continually evolve and grow to remain relevant, and finding passionate insurance professionals who want to make a difference and be part of building a great company.”

Mockingbird Insurance Group, out of Dallas, Texas, with $3.5M in written premium, and American Insurance Strategies in Dayton, Ohio, with $18M in written premium, are the two latest agencies to join TWFG, bringing their national agency count to 481.

The Woodlands Financial Group, or TWFG Insurance, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation for personal lines, operating storefronts in 28 states. With 481 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care. Rankings provided by Insurance Journal.

To learn more about TWFG Insurance, visit www.twfg.com.

Contact: Alex Bunch
alex@twfg.com

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TWFG Insurance Continues to Innovate with Two New Virtual Agency Models

The Woodlands, TX [February 24th, 2021] TWFG Insurance introduces two new Virtual Agency models for prospective agency owners to consider. These new models provide agents across the nation the opportunity to work from home or other virtual environments with the industry-leading, back-office, and technological support needed to successfully build a thriving business.

“After 20 years of steady growth, one thing we’ve learned is that every challenge we face is an opportunity to innovate and evolve,” said TWFG Insurance Founder and CEO Gordy Bunch. “Adding the two new Virtual Agency options to our extensive offerings provides the flexibility, strength, and support needed to succeed as an independent agent in this new world,” said Bunch.

With both a “Limited-Service Agreement” and “Full-Service Agreement” options, TWFG Insurance will provide agents with the security and backing they need while allowing them to retain the level of independence they want. Agency management software, extensive marketing, and billing support, as well as ongoing training and development opportunities are just a few of the vital components that each model provides.

TWFG Insurance, or The Woodlands Financial Group, is a nationally recognized insurance agency based in The Woodlands, TX, founded in 2001. TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana and number ten in the nation for personal lines, according to Insurance Journal.

To learn more about TWFG Insurance’s Virtual Agency offerings, visit www.twfg.com/freedom.

TWFG Insurance

Contact: Gordy Bunch

gordy@twfg.com

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TWFG Insurance Opens New Branch in Sugar Land, Texas

Branch owner Tim Liu set to open Sugar Land’s newest branch of TWFG Insurance.

Sugar Land, TX [October 15th, 2020] TWFG Insurance recently announced its newest branch at 14090 Southwest Frwy., Suite 300, in Sugar Land, Texas. TWFG Tim Liu Insurance joins nearly 400 TWFG branches across the nation in providing reliable and affordable insurance to their local community.

Branch owner Tianwen “Tim” Liu is excited to bring the quality coverage TWFG Insurance is known for to his clients in the Sugar Land area. “TWFG provides me more than 400 carriers that I can write through so that I will have the best solutions for my customers,” said Tim while explaining what opening a new branch of TWFG Insurance means for those looking for insurance in the Sugar Land area. TWFG Tim Liu Insurance will provide residents with dedicated and knowledgeable agents who can work with multiple carriers to find them the coverage they need at the best rate possible.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

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TWFG Insurance to Open New Branch in Southwest Houston

Lincoln Kariuki becomes TWFG Insurance’s newest Houston area branch owner

Houston, TX [October 13th, 2020] TWFG Insurance is excited to announce the opening of their newest branch at 6464 Savoy Dr., Suite 730, in Houston, TX. TWFG Lincoln Kariuki Insurance is excited to provide customers in the Houston area with comprehensive insurance coverage at a price they can afford.

Branch owner Lincoln Kariuki joins nearly 400 TWFG Insurance branches nationwide in bringing quality personal and commercial insurance coverage to their clients. As a part of TWFG’s unique business model, Kariuki now has access to hundreds of carriers, allowing him to find the best rates possible for his clients. “I have the tools now to face the competition… Also, I like working with my customers, and having a way to source whatever policy fits their needs,” said Kariuki when explaining what his new branch of TWFG Insurance will mean for his customers in the Houston area.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

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TWFG Insurance Continues to Expand with a New Branch Opening in Humble, Texas

Branch owner Coye Roane to open a new branch of TWFG Insurance.

Humble, TX [October 9th, 2020] TWFG Insurance is excited to announce the opening of TWFG Coye Roane Insurance at 907 E Main Street in Humble, Texas. TWFG Coye Roane Insurance will provide Humble area residents with trusted insurance advisors who can shop hundreds of carriers to help their customers find the coverage they need.

Branch owner Coye Roane is proud to have the opportunity to open her own business, even amid an unprecedented pandemic. “Over the last couple of years, I’ve thought it is time to open my own agency, be my own boss. Since the pandemic, I had been working from home and realized that I could do this,” said Coye when talking about why she decided to open a branch amid such uncertainty. “I feel proud to work for a company where I feel valued, motivated, and capable of reaching my full potential. My goal is to be a trusted advisor to my clients and build my business through long-lasting relationships,” continued Roane.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

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TWFG Insurance Continues to See Growth Amid Unprecedented Pandemic

New Branch, TWFG Casey Cato Insurance, Opens in Houston, Texas.

Houston, TX [October 6th, 2020] TWFG Insurance is announcing its newest branch in Houston, Texas. TWFG Casey Cato Insurance is now open and serving clients in and around the Houston area. Branch owner Casey Cato is looking forward to providing customers with reliable insurance coverage at a price they can afford.

Cato, an experienced insurance agent, brings her talent and years of experience to TWFG, where she was excited to take control of her career and become an independent business owner. Even amid an unprecedented pandemic full of uncertainty, Cato was able to gain the support needed to start a new business through TWFG Insurance’s unique business model. “As a TWFG Branch Owner, I have the opportunity to own my own revenue stream and make all the decisions about my agency while also having the unparalleled support from training, to systems marketing to service after my sales that TWFG Insurance provides,” said Cato.

The Woodlands Financial Group, or TWFG, is a nationally recognized insurance company based in The Woodlands, TX. Since its founding in 2001, TWFG has rapidly grown into the number one privately owned insurance agency in Texas and Louisiana, and number eight in the nation, for personal lines, according to Insurance Journal. With nearly 400 TWFG branches and over 3,000 independent agents, TWFG Insurance continues to provide its clients across the country with trusted access to insurance with a high standard of customer care.

To learn more about TWFG Insurance, visit www.twfg.com.

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